Erik
Evans
Associate Wealth Advisor
Erik joined Vantage Point Advisors as a Client Service Associate in October 2008. He comes to the firm with a diverse professional background from business consulting to international economics and for the past several years as an associate planner at a local registered investment advisor. His wealth management expertise includes investment management, education funding, retirement planning, estate planning, risk management and tax planning. He is a member of the Financial Planning Association, NAPFA, the professional organization for fee only financial advisors, and the Philadelphia Estate Planning Council.
Erik earned his BS in Business Administration from Greenville College and completed the CFP education requirement at Boston University. He is currently a candidate for CFP Board's certification.
Following college Erik worked in the former Soviet Union for ten years as part of the US foreign aid package. His favorite part of that experience was improving entrepreneurs’ access to credit and financial management training. Fluent in Russian, he enjoys Philadelphia’s multi-cultural arts especially from Eastern Europe. Erik lives in Newtown Square with his wife Marianna, a perio/ortho specialist.